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SPDR Blackstone Senior Loan ETF
SRLN

Overview Fund Activity

459 hedge funds and large institutions have $3.23B invested in SPDR Blackstone Senior Loan ETF in 2023 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 149 increasing their positions, 223 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
-22
Holders Change %
-4.57%
% of All Funds
7.24%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.39%
New
42
Increased
149
Reduced
223
Closed
59
Calls
$310K
Puts
$21.4M
Net Calls
-$21.1M
Net Calls Change
+$2.35M

Top Buyers

1
PCIG
1
Partners Capital Investment Group
Massachusetts
$159M
2
NYLIM
2
New York Life Investment Management
New York
$122M
3
OPAM
3
Ocean Park Asset Management
California
$61.2M
4
State Street
4
State Street
Massachusetts
$133M
5
Ensign Peak Advisors
5
Ensign Peak Advisors
Utah
$122M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$30.1M
2
RIG
2
RiverFront Investment Group
Virginia
$2.64M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$37.3M
4
Jane Street
4
Jane Street
New York
$44M
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMR
476
Wealth Management Resources
Rhode Island
– -$797K -19,217 Closed
LFGH
477
Lee Financial Group Hawaii
Hawaii
– -$759K -18,301 Closed
JJBC
478
James J. Burns & Company
New York
– -$656K -15,801 Closed
WFA
479
Wells Financial Advisors
Massachusetts
– -$603K -14,551 Closed
DA
480
Detalus Advisors
Missouri
– -$549K -13,234 Closed
SSWM
481
Sheets Smith Wealth Management
North Carolina
– -$528K -12,746 Closed
TI
482
Trexquant Investment
Connecticut
– -$518K -12,505 Closed
Verition Fund Management
483
Verition Fund Management
Connecticut
– -$480K -11,584 Closed
CCM
484
Community Capital Management
Florida
– -$456K -11,000 Closed
FHC
485
First Heartland Consultants
Missouri
– -$456K -10,996 Closed
BAM
486
Belpointe Asset Management
Nevada
– -$414K -9,996 Closed
MPM
487
Meritage Portfolio Management
Kansas
– -$383K -9,226 Closed
AWS
488
Aspen Wealth Strategies
Colorado
– -$375K -9,047 Closed
DC
489
Davenport & Co
Virginia
– -$373K -8,998 Closed
Belvedere Trading
490
Belvedere Trading
Illinois
– -$367K -8,859 Closed
CPRC
491
Consolidated Portfolio Review Corp
New York
– -$342K -8,252 Closed
CCP
492
Carmel Capital Partners
California
– -$330K -7,967 Closed
SS
493
Simplicity Solutions
Minnesota
– -$300K -7,234 Closed
CWP
494
Cyndeo Wealth Partners
Florida
– -$263K -6,347 Closed
PWM
495
Perigon Wealth Management
California
– -$261K -6,291 Closed
RJT
496
Raymond James Trust
Florida
– -$237K -5,708 Closed
HWM
497
HB Wealth Management
Georgia
– -$231K -5,577 Closed
WIC
498
Woodmont Investment Counsel
Tennessee
– -$225K -5,430 Closed
NL
499
Navalign LLC
California
– -$223K -5,383 Closed
B
500
Bailard
California
– -$222K -5,353 Closed
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